Onyx Bridge Wealth Group’s First Trust Global Tactical Commodity Strategy Fund FTGC Stock Holding History

Onyx Bridge Wealth Group’s Portfolio FTGC Stock Details FTGC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-123,369	Closed	-$2.92M	–	197
2022 Q4	$2.92M	Buy	123,369 +115,455	+1,459%	+$3.01M	1.19%	16
2022 Q3	$209K	Sell	7,914 -1,872	-19%	-$49.5K	0.1%	142
2022 Q2	$252K	Buy	+9,786	New	+$284K	0.11%	120

Other funds holding FTGC

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

GWM

GDS Wealth Management Flower Mound, Texas $2.1B AUM 37.73% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Onyx Bridge Wealth Group's FTGC Position: Q1 2023 in Review

Onyx Bridge Wealth Group sold out of First Trust Global Tactical Commodity Strategy Fund (FTGC) in Q1 2023, closing a stake of 123,369 shares — an estimated $2.92M sold.

Onyx Bridge Wealth Group first reported a position in FTGC in Q2 2022 and held it in 3 quarters. The position peaked at $2.92M in Q4 2022. 292 funds tracked by Wall St. Rank hold FTGC as of Q1 2023.

Onyx Bridge Wealth Group reported no remaining First Trust Global Tactical Commodity Strategy Fund position as of Q1 2023 after selling out during the quarter.
Onyx Bridge Wealth Group sold 123,369 First Trust Global Tactical Commodity Strategy Fund shares in Q1 2023, an estimated $2.92M.
Onyx Bridge Wealth Group first reported a position in First Trust Global Tactical Commodity Strategy Fund in Q2 2022 and held it in 3 quarters.
Onyx Bridge Wealth Group's First Trust Global Tactical Commodity Strategy Fund position peaked at $2.92M in Q4 2022.
292 funds tracked by Wall St. Rank held First Trust Global Tactical Commodity Strategy Fund as of Q1 2023.

Based on Onyx Bridge Wealth Group's 13F filing for Q1 2023, filed 10 Apr 2023.